Tourism · Groups

Incentive/Corporate Group Program Design Follow-up

Close corporate incentive travel proposals.

Apps this needs

CRM Salesforce, HubSpot or your local CRM for leads & contacts. Connect during setup
SIP Trunk Route inbound & outbound calls through your phone system. Connect during setup
Inbound Email Let the agent read and answer email enquiries. Connect during setup

How it works

  1. Agent captures program objectives during initial scoping.
  2. Sends a detailed proposal with experiential highlights and budget breakdown.
  3. Follows up on a cadence matched to corporate procurement cycles, tracked in the CRM.
  4. Coordinates required procurement documentation proactively as part of the same pipeline stage.

Data sources

Corporate program requirements Procurement documentation checklist

What it targets

  • Proposals followed up on the appropriate cadence Target 100%